GFA
Gallagher Fiduciary Advisors Portfolio holdings
AUM
$2.58B
This Quarter Return
-2.31%
1 Year Return
+5.01%
3 Year Return
+76.76%
5 Year Return
+89.63%
10 Year Return
+23.3%
AUM
$2.58B
AUM Growth
+$2.58B
(-15%)
Cap. Flow
+$9.27M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
84.47%
Holding
343
New
40
Increased
188
Reduced
86
Closed
16
Top Buys
Top Sells
| 1 |
McDonald's
MCD
|
$40M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$30.4M |
| 3 |
FT Vest Laddered Moderate Buffer ETF
BUFZ
|
$11.3M |
| 4 |
Fidelity High Dividend ETF
FDVV
|
$5.73M |
| 5 |
Delta Air Lines
DAL
|
$5.69M |
Sector Composition
| 1 | Consumer Discretionary | 53.69% |
| 2 | Utilities | 11.41% |
| 3 | Industrials | 8.9% |
| 4 | Real Estate | 5.46% |
| 5 | Financials | 2.28% |
